Universal Banker - Seminole Trail

Truist Financial
United States
Workplace: OnsiteFull timeUSD 45,760 - 51,750 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Multitasking","Client service","Risk awareness","Customer experience focus"]

Deliver timely, accurate client transactions while maintaining proper handling of assigned monies and providing a high-quality client experience. Cross-trained to support sales and service through outbound calling, identifying client needs, checking for offers, and referring clients to branch specialists. Educate clients on digital self-service solutions (ATMs, online and mobile banking), assist with new account openings, and ensure compliance with internal controls and risk management policies.

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Truist Financial
Truist Financial
1 day ago

Universal Banker - Seminole Trail

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Last checked: 14 minutes agoStatus: Live

Job Summary

Deliver timely, accurate client transactions while maintaining proper handling of assigned monies and providing a high-quality client experience. Cross-trained to support sales and service through outbound calling, identifying client needs, checking for offers, and referring clients to branch specialists. Educate clients on digital self-service solutions (ATMs, online and mobile banking), assist with new account openings, and ensure compliance with internal controls and risk management policies.
Location: United States
Workplace: Onsite
Employment Type: Full time · Permanent
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience by completing complex and standardized transactions accurately and professionally.
  • •Educate clients on digital self-service solutions such as ATMs, online, and mobile banking.
  • •Support the team sales process by participating in client outreach through outbound calls and identifying client needs or opportunities.
  • •Maintain Integrated Relationship Management (IRM) practices to deliver the right solutions for client needs.
  • •Adhere to internal controls, operational procedures, and risk management policies while supporting new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Salary: USD 45,760 - 51,750 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVisionLife InsuranceDisability Insurance401kPaid HolidaysPaid Leave

Key Requirements

  • •High school diploma (or equivalent education).
  • •Two years of teller or cash handling or client service experience.
  • •Six months of client relationship building or sales experience.
  • •Excellent interpersonal and communication skills and a desire to interact with clients and prospects.
  • •Ability to master PC keyboard/software skills and basic computer applications (e.g., Microsoft Office), and multi-task under time constraints.
Experience:Banking
Education:High School
Skills:Interpersonal communicationMultitaskingClient serviceRisk awarenessCustomer experience focus
Languages:English
Tech Stack:Microsoft OfficePC keyboard

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn